FWM
ETP

FFT Wealth Management’s Energy Transfer Partners, L.P. ETP Stock Holding History

FFT Wealth Management’s Portfolio ETP Stock Details ETP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-58,816
Closed -$1.2M – 84
2017
Q2 		$1.2M Buy
58,816
+34,853
+145% +$777K 0.38% 33
2017
Q1 		$585K Sell
23,963
-23,963
-50% -$598K 0.19% 47
2016
Q4 		$1.15M Buy
47,926
+23,963
+100% +$606K 0.27% 42
2016
Q3 		$673K Buy
23,963
+5,782
+32% +$168K 0.28% 33
2016
Q2 		$507K Hold
18,181
– – 0.2% 38
2016
Q1 		$456K Hold
18,181
– – 0.2% 38
2015
Q4 		$467K Buy
+18,181
New +$503K 0.38% 34

Other funds holding ETP

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return